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Technical overview

Updated on June 20, 2022

Review the flow, activity, and decision table changes that relate to the Zelle case type.

Pega Smart Dispute for Issuers

Create Transaction Exception Case flow

The Create Transaction Exception Case flow displays the flow that you use to create a transaction exception case.

For example: The following figure shows a flow diagram of Create Transaction Exception Case flow:

Create Transaction Exception Case
The Diagram tab of the Create Transaction Exception Case displays the flow diagram to create a transaction exception case.

Create Payment Exception Recovery cases activity

The Create PER Cases activity creates a child case (zelle dispute) based on the customer selection of the SelectedTransaction step page.

For example: The following figure shows an example of Create PER cases activity:

Create PER Cases activity
The Steps tab of the Create PER Cases activity is configured with methods to create a child case.

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The following figure shows an example of Create PER Cases activity.

EvaluatePERTransType decision table

The EvaluatePERTransType decision table stores the conditions and actions of the Zelle transaction type and dynamic reference of a Zelle case type.

For example: The following figure shows an example of EvaluatePERTransType decision table:

EvaluatePERTransType decision table
The Table tab of the EvaluatePERTransType decision table with the conditions and actions of a transaction exception.

PrivilegeBasedRoutingWB decision table

The PrivilegeBasedRoutingWB decision table stores the work basket routing for Zelle_Fraud and Zelle_Exception cases.

For example: The following figure shows a sample configuration of the PrivilegeBasedRoutingWB decision table:

PrivilegeBasedRoutingWB decision table
The Table tab of the PrivilegeBasedRoutingWB decision table specifies the conditions and actions for Zelle fraud and exception cases

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